First, Apple is "THE global distribution platform for mobile content," Martin, an analyst with investment banking firm Needham & Company, wrote in a note to investors. And second, she estimates Apple keeps 30 percent of Pokemon Go purchases made from an iPhone or iPad.

Pokemon Go makes money when users -- who seem to be just about everyone, everywhere -- buy lucky eggs, lures, incense, poke balls and extra storage. And you're buying a lot, according to the report, citing research released last week from Slice Intelligence. According to Slice, Pokemon Go's in-game sales on July 10 represented 47 percent of the "entire US mobile gaming ecosystem."

More important, said Martin, 53 percent of the people buying those add-ons "had made zero mobile games purchases over the past 6 months."

In others words, you're hooked. That benefits Apple because two-thirds of all Pokemon Go downloads are on iOS devices.

"Because iOS owners are generally wealthier than Android owners, we estimate that over 80 percent of Pokemon Go's in-app spending is on iOS devices," she wrote.

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